CRYPTO – PPLI and EWP – Episode 2 – The EWP Stories Video Series

Cryptocurrency, Private Placement Life Insurance and Expanded Worldwide Planning

The EWP Stories Video Series

Video 2

Introduction

Welcome. In our first video of our series on crypto currencies we introduced you to our firm EWP Financial. In this video we continue with this topic, but first an important point: if you are new to asset structuring, you are probably thinking, well, EWP Financial seems like a good firm with plenty of experience, but what is EWP Financial going to do for my crypto currency? Why should I put my crypto into this type of asset structure?

The answer is simple. In a properly designed EWP asset structure, once your crypto is inside the structure, you will no longer pay any taxes on your holdings, and your reporting requirements will become minimal. This is very powerful. Below are excerpts from an excellent recent article by Robert W. Wood from Cointelegraph which discusses crypto tax reporting requirements. The author’s Six Crypto Tax Myths are listed, and to receive his answers please go to the full article.

What do you have to give up to achieve this result? The answer is very little? A small change in how your holdings are titled, and some changes to give you a more diversified portfolio.

What fees will I have to pay to achieve this outstanding result? The answer is very minimal fees. Usually about 1% of your crypto holdings annually.

Now more valuable information on EWP Financial, and how you can become one of our very satisfied clients in wherever country you might reside. We continue with our theme of financial architecture.

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The major tax myths about cryptocurrency debunked

By Robert W. Wood

More crypto tax enforcement is coming, and many taxpayers are complying going forward, and amending prior returns if they have something to clean up.

Crypto and taxes may not be a match made in heaven, but taxes seem inevitable, and the United States Internal Revenue Service (IRS) has made it clear it is going after people who don’t report. With IRS summonses to Coinbase, Kraken, Circle and Poloniex, plus other enforcement efforts, the IRS is on the hunt. The IRS sent 10,000 letters in different versions asking for compliance, but all were nudges to encourage taxpayers to be compliant.

The IRS hunt for crypto has often been compared to the IRS hunt for foreign accounts more than a decade ago. Unfortunately, it is not clear if there will ever be a crypto amnesty program emulating the offshore voluntary disclosure programs the IRS formulated for offshore accounts.

Related: More IRS crypto reporting, more danger

The IRS made its first big announcement about crypto in Notice 2014-21, classifying it as property. That has big tax consequences, accentuated by wild price swings. Selling crypto can trigger gain or loss and be taxable. But even buying something with crypto can trigger taxes. Paying employees or contractors does too. Even paying taxes in crypto can trigger more taxes.

We are already seeing crypto audits by the IRS, and by some states (notably California’s Franchise Tax Board), and more are sure to follow. At least now, there are tracking and tax return preparation alternatives that can make the process easier than it was in the early days. Everyone is trying to minimize taxable crypto gains and to defer taxes where legally possible.

Still, it is easy to get confused about the tax treatment and take tax positions that may be hard to defend if you are caught. With that in mind, here are some things I’ve heard, that I’ll call crypto tax myths.

Myth 1

You can’t owe any tax on cryptocurrency transactions unless you receive an IRS Form 1099. If you did not receive a Form 1099, you can check the box on your tax return that says that you did not have any transactions with cryptocurrency.

Myth 2

If you hold your crypto through a private wallet instead of an exchange, you don’t need to report the crypto on your tax returns.

Myth 3

If you hold your crypto through a trust, LLC or other entity, then you do not owe tax on the crypto transactions and do not have to report. Besides (the myth continues), income generated through LLCs is tax-free.

Myth 4

If I structure the sale of my crypto as a loan (or some other non-sale transaction), I don’t have to report the proceeds.

Myth 5

A crypto exchange is a type of trust since you can’t unilaterally change the policies of the exchange. So you do not own the crypto in your account for tax purposes and do not have to report transactions through an exchange.

Myth 6

Congress’s amendment to Section 1031 of the tax code that limits like-kind exchanges to real property doesn’t make crypto-to-crypto exchanges taxable.

Takeaways

Every taxpayer is entitled to plan their affairs and transactions to try to minimize taxes. But they should be wary of quick fixes and theories that sound too good to be true. The IRS appears to believe that many crypto taxpayers are not complying with the tax law, and being careful in the future and doing some clean-up for the past is worth considering. Be careful out there.

This article is for general information purposes and is not intended to be and should not be taken as legal advice.

The views, thoughts and opinions expressed here are the author’s alone and do not necessarily reflect or represent the views and opinions of Cointelegraph.

Robert W. Wood is a tax lawyer representing clients worldwide from the office of Wood LLP in San Francisco, where he is a managing partner. He is the author of numerous tax books and frequently writes about taxes for Forbes, Tax Notes and other publications.

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Conclusion

In our next video, we answer three important questions that are most sophisticated clients ask us:

Is it legal?

Can they steal my money?

Will I be audited?

The answers to these questions will surprise you, so stay tuned, and thanks for watching.

If you found this video useful, please give us a like, and click on the subscribe button below. We look forward to connecting with you in Episode 3 of our crypto series

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.

Disclaimer

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

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The Expanded Worldwide Planning Stories Video Series – Part 3 – Episode 1 – Tax Shield 1

Tax Shield 1 – Episode 1 – Part 3 – The EWP Stories Video Series

Tax Shield-Video 1

Introduction
Welcome. Why strain to invent an asset structure that will very likely draw the attention of tax authorities, because of its convoluted and aggressive design? Why not use a financial tool that has been in use since Ancient Rome–life insurance? This will give you the best tax shield available today bar none.
Our story involves the failed attempt of George Allbright to use a conservation easement that produces an inflated tax deduction. George discovers when it’s almost too late why it’s important to use a firmly established asset structure rather than one that will just get you in trouble with the IRS.


George Allbright was skimming over the arid, parched landscape of New Mexico in his Eurocopter Mercedes-Benz EC-145. This stylishly, well-appointed helicopter, costing $7 million dollars. It could maneuver effortlessly between the narrow red-rock canyons near his home. but minutes from his home were some of the poorest tribal communities of the Navajo Nation.

Some of these communities have been compared to Third World countries because of their economic struggles and their lack of basic modern water and energy systems. Most of the state’s Pueblo villages, Navajo chapter houses and Apache communities are isolated and have little or no access to the already poor infrastructure in New Mexico.

George’s source of great wealth was also a product of sharp contrasts. He was a non-smoker who founded a chain of stores that sold cheap cigarettes. He was raised in a large city, Detroit, yet now was one of the largest landowners in the U.S. He used his prodigious capital from the sale of his cheap cigarette stores to purchase ranches across the United States.

George skillfully landed his helicopter on the helipad a short distance from his split-level modern home that was cut out of a cliff overlooking acres of pristine desert landscape. He had no neighbors in sight, and he liked it that way.

After his flight, he sat on his veranda overlooking the silent and serene desert, dotted with creosote and mesquite. He savored his favorite single malt scotch, Laphroaig, with its strong peaty taste.

His cell phone vibrated loudly on the glass table. It was a number he didn’t recognize.

“Hello,” said George.

“Good afternoon,” said a well educated voice. “Let me get straight to the point. We haven’t met, but my company, Conservation for Nature, would be interested in working with you. You have plenty of land, and we have the expertise to give you excellent tax breaks.” He went on to detail the large tax deductions they were offering.

“Your timing couldn’t have been better,” said George. “My accountant has just told me that I need to consider ways to reduce my taxes. I have looked into conservation easements before, but the tax deductions that you propose are much better. Yes, I would be interested, very interested. Please call me back tomorrow.”

George had had a simple plan in amassing millions of acres of ranch land. He wished to keep it away from developers. This is just what conservation easements accomplished.

He also was feeling guilty about not properly figuring out how he was going to pass on his wealth to his family. If he could pay less in tax, he would have more to pass on to his wife and children. This thought gave him pleasure.

George marveled at his good fortune to receive such an opportune call. Was it too good to be true?


Conclusion
In our next video, we meet Jack Newcastle, an attorney for the IRS. Jack is currently conducting an audit of the very company that George Allbirght is considering using. Will George become just another victim of an IRS tax audit?

If you found this video useful, please give us a Like, and click on the Subscribe button below. We look forward to connecting with you in Part Two of our Tax Shield story.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.
Disclaimer
The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

The EWP Stories Video Series – CRYPTO-PPLI and EWP – Episode 1

Cryptocurrency, Private Placement Life Insurance and Expanded Worldwide Planning

The EWP Stories Video Series

Video 1

Celebrating a happy ending and a new great  beginning we want to introduce you to a fresh Video Series

Welcome. The blockchain concept has given birth to crypto currencies. This is a relatively new phenomena in our lives. Yet taxes have been with us since early dynastic Egypt and probably before. Recently passed tax legislation in the U.S. is a cause of concern for all those who hold crypto currencies. Similar laws are being passed by governments throughout the world. For this recent U.S. tax legislation, we include below excerpts from Robert W. Wood’s excellent article in the Cointelegraph.

What most of you don’t know is that there is a simple and straightforward solution to these new taxes that has existed since the 1980s. The beauty of this solution is that it is asset neutral, meaning even though crypto currencies are a new asset class, this solution wholeheartedly welcomes crypto currencies. For this solution, crypto currencies are handled the same as any common asset class like stocks, bonds, and real estate.

What is this simple and straightforward solution to the grave tax problem that is facing crypto currencies: Private Placement Life Insurance, or PPLI for short. But not just any PPLI policy. The solution is a PPLI policy that is structured to embody the six principles of Expanded Worldwide Planning, or EWP for short. Our firm, EWP Financial, was an early adopter of this powerful yet conservation asset structure.

This series of videos will give you the basic principles of a properly designed EWP asset structure. An EWP asset structure is the perfect solution to the recently introduced tax legislation in the United States that threatens to wipe out a good portion of your gains in crypto currencies. An EWP asset structure is equally effective if you are a tax payer in a country outside the U.S. In this video, Part One, we introduce you to EWP Financial and our unique approach to asset structuring.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

The EWP Stories Video Series – Part 2 – Episode 4 – Asset Protection 4

ASSET PROTECTION 4 – Episode 4 – Part 2 – The EWP Stories Video Series

Introduction

Welcome. This video completes the devastating picture of poor asset planning embarked upon by Janice Johanson. In the end, Janice becomes painfully aware of her dreadful mistakes, and vows to protect her future business venture with an asset protection structure using Expanded Worldwide Planning, or EWP for short.

You don’t need complicated and convoluted trusts for rock-solid asset protection. In this video, we learn that Janice could have chosen an EWP asset structure, if she had taken some time to work with her advisor, rather than have this same advisor use a flimsy captive insurance company that eventually failed. Please learn from Janice’s mistakes, and take a simple, straightforward approach to asset protection–an EWP asset structure.


Janice saw the huge, fluttering flags outside the Four Seasons Hotel a block away as she walked west down 57th Street in New York City. She was going to meet Brian. It would be his last billable time meeting with her. Janice did not like letting advisors go, but in their last phone call Brian had almost fired himself. He did not condone his shotty legal work or excuse himself in any way. In a sense, this made it more difficult to let him go. She thought him a rare gentleman.

The bar nearest to the lobby was being remodeled, so they had to meet in the one to the rear of the check-in counter. She did not like the dark lighting, but thought the high mirror that reflected the myriad bottles of liquor a good design. It multiplied the bottles, which is just what she needed. An unknown factor to multiple her funds to pay for the future legal settlement resulting from the accident at her store.

To prepare for this meeting with Brian, she had researched the most likely worst case settlement for the accident. Her online research revealed she could be responsible for Steve’s future earnings as a heart surgeon, medical expenses, plus a large pain and suffering award. Her $100M was at all at risk.

After small talk about her trip to Switzerland, Brian mentioned that she could have done some planning for asset protection that might have protected her $100M from the sale of her business. She remembers Bian mentioning this in the past, but was so focused on growing her business, she always told him to bring it up some time later.

Since returning from Switzerland, she had alternated between anger at her plight and admonishing herself for engaging in ‘what ifs.’ Had the final papers for the sale of her business been concluded, her store accident would have been the new owners problem. Accidents rarely occur at the right time. The final signing occurred two weeks after the accident.

She purposely wore low heels today, so she could walk in Central Park after her meeting. She knew Central Park well and headed to North Wood, one of the most wild and untamed parts of this magnificent tribute to landscape architecture. Walking in the North Wood, Janice recalled her favorite hero in literature, Frodo Baggins of J. R. R. Tolkien’s Lord of the Rings.

Physically Frodo presented quite a contrast to this tall, slender athletic lady in her early 50s, but she reflected on the spirit of this short, squat, hairy footed creatur. It was a spirit of fierce determination to see a job through to the end, no matter what the cost.

So what was Janice’s plan for the future?

From her triathlon experiences, she was acquainted with the world of cycling, and the small bike shops where riders purchased their bikes and accessories. She knew that these bike shops were mostly small mom and pap type operations, and they missed out on the buying power of a large organization. With her wine shops she had built a large, well-run enterprise. Why not for bike shops? A nationwide chain?

It was a beginning. But she vowed to protect her newly hatched idea with an asset protection plan that would fully protect her. This definitely had to be part of her grand plan.

She emerged from the west side of Central Park and headed to 109th Street near Riverside Drive where her apartment lay. She would go for one of her favorite runs down the Hudson River toward Battery Park. If Frodo can deliver, so can I. Why not face the uncertain future in the same spirit that brought her to the top of the world. Stay on top, she told herself. Stay on top.


Conclusion

Our next video begins a new EWP story. This story will give you insightful information on how EWP provides the best tax shield available to protect your valuable assets. Our story details the failed attempts of George Allbright to use a conservation easement to ease his tax burden. George falls for a fraudulent sales pitch, which he mistakenly thinks will solve his problems. As our story unfolds, you will learn that this fraudulent scheme only compounds his problems.

If you found this video useful, please give us a Like, and click on the subscribe button below. We look forward to connecting with you in the next video.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.

Disclaimer

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

The Expanded Worldwide Planning Stories Video Series – Part 2 – Episode 2 – ASSET PROTECTION 2

Asset Protection-Episode 2

International Tax Planning

Asset protection planning

Introduction

Welcome. The goal of many entrepreneurs is to grow a successful business, then sell it and retire on the profit of the sale. Janet Johanson was such a person, but because of poor asset protection planning, her $100M from the sale of her profitable wine store business was snatched from her on the eve of her retirement.

A key element of any asset structure should be asset protection. Indeed one of the six principles of Expanded Worldwide Planning, or EWP for short, is asset protection. With EWP the key element of asset protection is embedded into the structure, and is not an additional element that must be added at additional cost and complexity.

Watch Episode 1

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

 

 

 

The Expanded Worldwide Planning Stories Video Series – Part 1 – Episode 2

#EWP : Insures: PRIVACY –  Part 2

Welcome. The topic of our story is Privacy. You gain an immediate understanding of Privacy when you are deprived of it. What better example of this than the personal violation that you experience when someone you dearly love is kidnapped? In Part 2 of our story, we learn more of the emotional trauma that Carlos Gutierrez experiences when his daughter Lucinda is kidnapped by a Mexican drug cartel.

Watch the introduction: Episode 1

 

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

The Expanded Worldwide Planning Stories Video Series – Part 1 – Episode 1

EWP : Insures: PRIVACY – 1

Welcome! Here we begin a new series of stories to dramatize the six principles of Expanded Worldwide Planning, or EWP for short. This story will teach you how an EWP asset structure could have prevented the kidnapping of the journalist daughter of a billionaire Mexican-American businessman.

 

Note: The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

We appreciate your comments and questions.

Thank You.

~ Michael Malloy

 

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

4 Essential Minutes on PPLI Series – 4

Four Essential Minutes on Private Placement Life Insurance, (#PPLI)

Part 4

The Six Principles of Expanded Worldwide Planning, (#EWP)/International Tax Planning and more questions answered by Michael Malloy CLU TEP RFC

Welcome. In this video, we will define the six principles of Expanded Worldwide Planning or EWP. We will also answer the third of our important questions: Will I be audited. Let us begin.

Privacy

This is a very private setting, but today intruders find many ways to invade our privacy. Our clients are looking for ways to keep their affairs private, and still be compliant with tax authorities worldwide. But as you know, it is a cat and mouse game that takes study and constant attention to detail. In this case, we don’t quite know who is winning.

Asset Protection

You don’t want this to happen to your hard earned assets. Asset protection is an integral part of an EWP Structure. EWP Structures make assets inaccessible to creditors, and thos seeking to claim them without legal authority.

The inaccessibility of this lighthouse mirrors the methods that EWP Structures use to make your assets inaccessible to creditors.

Tax Shield

A tax shield is an important EWP principle. Why pay more tax than is necessary? You can legally pay far less tax by placing your assets into an EWP Structure.

An EWP Tax Shield is very difficult to penetrate like the shells of these tortoises.

Succession Planning

Especially in jurisdictions that have forced heirship rules, Succession Planning is vital to clients. Most clients wish to distribute their assets according to their own wishes and not according to a plan that is dictated by a government agency.

EWP Succession Plans promote family harmony like the two generations depicted here.

Compliance Simplifier

The simplicity of this image reveals out straightforward approach to compliance.In today’s world attempting to hide assets only draws more attention to them. EWP Structures are compliant with the world’s tax authorities, and at the same time achieve maximum privacy.

We give you a clear path through this maze of confusing regulations.

Trust Substitute

In some jurisdictions, in particular, those that use civil law as opposed to common law, a trust substitute is essential. Why create an entity that in the end will just be ignored by tax and legal authorities?

Like the two blue eyes of this cat, EWP Structures work in both civil and common law jurisdictions.

Will I be audited?

The answer is, “Most probably, No.” To explain further we will use an analogy of cars traveling on a motorway or freeway.

On the audit questions, audits can be triggered randomly or for a variety of reasons. EWP Structures are designed to comply with all aspects of tax law worldwide. To begin our motorway analogy, where are EWP Structures positioned on this motorway?

The fast lane is for the risk takers. Traveling at every aster speeds until the inevitable occurs.

In the slow lane are those drivers who wish to travel at a leisurely pace to reach their destination.

In the middle lane are those drivers who wish to not be the fastest on the road or the slowest.

In the universe of financial planning tools, EWP Structures are traveling in the middle lane, and do not attract undue notice from tax authorities, and thus are not a likely candidate for an audit.

Conclusion

Thank you for joining us. If you found this video useful, please give us a “like” below, and click the subscribe button. In our next video, we will focus on why Private Placement Life Insurance, or PPLI for short, works so well with EWP Asset Structures. We look forward to connecting with you on future videos.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.

Disclaimer

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

 

4 Essential Minutes on PPLI Series – 3

Four Essential Minutes on Private Placement Life Insurance

Part 3: Q & A

PPLI: the Ultimate Wealth Preservation Strategy

by Michael Malloy CLU TEP RFC

Our most sophisticated clients ask penetrating and very relevant questions. The three best questions that we have been asked over the years about EWP Structures are:

Is it legal?

Can they steel my money?

Will I be audited?

Here are the answers to the first two questions.

Is it legal?

This is not the entry to an EWP asset structure.

Is it legal? It seems every few months that there is another revelation of a tax dodger using offshore accounts to avoid U.S. taxes. Here is a recent newspaper headline: “The IRS Reals in a Whale of an Offshore Tax Cheat—and Goes for Another.”

Is an EWP Structure just another one of these schemes? Our EWP Structures have existed since the early 1990s with no issues of any kind either from the IRS or the families who have employed these asset structures.

Can they steal my money?

These menacing robbers won’t steal your money.

Can they steal my money? The answer is, “No.” Why is this so? Because all your assets are held in separate accounts by a trustee. This is a similar arrangement to having a trust account at a bank. The bank becomes the trustee of the asset, but ownership does not change hands—you retain ownership of all the assets held in an EWP Structure.

Wikipedia’s article on International Tax Planning features the six principles of Expanded Worldwide Planning, or EWP for short. EWP Financial embraces these six principles in designing its asset structures.

Privacy

Asset Protection

Tax Shield

Succession Planning

Compliance Simplifier

Trust Substitute.

The United Nations Global Compact embraces another six principles that are pertinent to EWP Financial. They are the six Principles for Responsible Management Education.

Next we have some short segments that enact these six principles in a poetical form.

Values

Research

Dialogue

Method

Purpose

Partnership

Next Video

In our next video we will give you insightful knowledge on the six principles of EWP as Wikipedia presents them in their International Tax Planning article. This knowledge is absolutely essential for the asset structures of any wealthy family. We will also answer the question: Will I be audited?

If you found this video useful please give us a like and click the subscribe button. We look forward to connecting with you on future videos.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.

Disclaimer

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP

 

 

 

 

 

 

 

 

4 Essential Minutes on PPLI Series – 2

Four Essential Minutes on PPLI

PART 2

PPLI: the Ultimate Wealth Preservation Strategy

by Michael Malloy CLU TEP RFC

Welcome. In this video we continue our theme of financial architecture and how it relates to Expanded Worldwide Planning or EWP for short. EWP asset structures provide the best privacy, asset protection, and tax efficiency possible without unduly disrupting your existing financial arrangements. We are not here to replace your existing trusted business or investment advisors. Far from it. We are not out to destroy your financial home, like this.

You have constructed your financial home over time, using the best options available when opportunities presented themselves. This may inadvertently have created a house constructed by multiple architects, many different styles that may or may not fit together. Like the houses depicted here.

Would you build a custom home without an architect?

Have you constructed your financial affairs without one?

How would you know?

Wouldn’t you rather have a beautiful unified structure like this home,

Butterfly Emerging

Here we are witnessing one of nature’s most amazing events. This transformation is what occurs when we place your assets inside a Private Placement Life Insurance Policy. After this transformation, your assets will now embody the six principles of EWP that are spoken about in Wikipedia’s article on International Tax Planning. Like the butterfly your assets will now be freed from their former constraints, and can now fly with far greater privacy, asset protection, and tax efficiency. We achieve our remarkable results through our worldwide knowledge of asset structuring as expressed in our team of Regional Representatives.

Regional Representatives

Our unique approach to serving wealthy families worldwide features our seven regional representatives. Our seven regional representatives bring not only in-depth technical knowledge, but as natives of the regions that they serve, they can tailor our structures to the cultural norms of wealthy families throughout the world.

I Huai Hao: China, Portugal, Brazil

Marcia Frew: United States, Canada, Australia, New Zealand

Ingrid Claes: Europe

Georgios Georgakopoulos: Middle East, Greece, Africa

Aniuta Lasken Golob: Russia, Ukraine, CIS countries

Pilar Earl: South America, Central America, Mexico

Zhi Zhu Jones: China, Far East

Conclusion

Thank you for your interest in EWP Financial and our asset structuring techniques. In our next video we will answer three important questions. The answers to these questions explain why the world’s wealthiest families wholehearted embrace EWP asset structures.

Is it legal?

Can they steal my money?

Will I be audited?

If you found this video useful, please give us a like below and click the subscribe button. We look forward to connecting with you on future videos.

To learn how the wealthiest families in the world conduct their financial affairs, please call +1 530 692 1007, or email us at info@expandedworldwideplanning.com.

At your convenience, we can arrange a call to discuss how our unique blueprint can vastly enhance your asset structure.

Disclaimer

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any financial structure, investment, or insurance product.

by Michael Malloy, CLU TEP RFC.
CEO, Founder @EWP Financial

Michael Malloy-CLU-TEP